Complete the form and submit for an ADP Sales Associate to call the prospect/client back, within 24 hours - unless the caller is a prospect with less than 50 employees – then follow the warm transfer instructions at the bottom of this form

Current date:
Current time:

Please enter your Agent ID to begin:

Check - Are you currently an ADP Client?*
Yes
No

Fields marked with an * are
required

Check - Were you recommended to ADP by your Bank or Credit Union?*
Yes
No

Please provide us some information about the referring Bank:

Banker Name:

Bank Name:

*

Bank Location:

*

Bank Transit Number:

How many people does your company employ?*

Do you have your company code? (this field is not
mandatory)

May I have your First Name please?

*

And your Last Name is?

*

May I have your job function or title?

*

And your email address is? (leave blank if unknown)

I'd like to have one of our local Sales Associates return your call, may I have your Company name,

*

street address,

*

and postal code/zip code?

*

If caller refuses to
provide or does not know the postal code, only enter "?" in the form
field.

city,

*

Thank you for your patience, I have a few more questions to help me direct your call to the appropriate ADP Sales Associate. Is there a number we can reach you at, starting with the area code?

*

NOTE: if caller refuses to
provide number, explain:Your number allows ADP to respond quickly to your inquiry, to better serve you.
(If caller persists on not providing #, please
enter 000s in telephone field and ensure the email address is
provided above.)

What product or service are you calling about?

*

Is there anything else you'd like us to know before a Sales Associate contacts you?

Warm Transfer?*
Yes
No

Warm Transfer ADP Associate Name:

*

Thank you for your time.

**Additional Instructions for Small Business Prospects starting March 15, 2017:
If the caller is not an ADP Client and they have less than 50 employee’s please complete the following steps during regular Business hours (8:30am to 8:00pm EST). Otherwise please revert to the standard process for existing clients and companies with more than 50 employees.

- I will have an ADP Associate contact you shortly or
- I will now transfer your call to one of our Sales representatives – please hold the line

Step 1:

Transfer the call to the appropriate number based on size and location:1-888-245-1564 – for prospects in the Ottawa Region or Province of Quebec1-888-219-4251 – for prospects in other regions under 25 employees1-888-214-2183 – for all other prospects up to 49 employees

Step 2:

Ensure that you have indicated Yes on the Warm Transfer Question above and indicate the name of the ADP Associate you spoke with in the Warm Transfer ADP Associate field.

Step 3:

If a Sales person doesn’t answer the transferred call, Thank the caller and inform them that their call will be returned shortly (within 1 business day) and submit the completed form indicating No on the Warm Transfer Question.